See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,752 | $99,985-42.2% | $146,665-60.6% | $85,850-32.7% |
| Participation rate | 33.3% | 73.1%-39.7pp | 80.1%-46.7pp | 69.3%-36.0pp |
| Annual return | 16.52% | 18.93%-2.4pp | 22.74%-6.2pp | 318.53%-302.0pp |
| Employer contribution / active EE | $1,210 | $2,559-52.7% | $4,136-70.8% | $2,565-52.8% |
| Participant deferral / active EE | $2,199 | $4,006-45.1% | $5,506-60.1% | $3,952-44.4% |
| Admin fee / account holder | $1,040 | $7,702-86.5% | $10,280-89.9% | $6,260-83.4% |